S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$29.2M
3
+$8.82M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$56.9M
2
+$21.4M
3
+$16.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.99M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.69%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$267K 0.02%
+12,195
302
$267K 0.02%
4,880
-24
303
$266K 0.02%
5,525
-3,278
304
$264K 0.02%
4,904
-5,247
305
$264K 0.02%
+4,094
306
$264K 0.02%
4,779
+508
307
$264K 0.02%
22,673
+799
308
$263K 0.02%
1,441
+162
309
$262K 0.02%
2,578
+132
310
$262K 0.02%
1,202
+93
311
$261K 0.02%
2,185
+314
312
$260K 0.02%
2,756
+498
313
$260K 0.02%
6,763
+2,040
314
$260K 0.02%
2,585
-965
315
$258K 0.02%
17,935
+2,400
316
$258K 0.02%
5,732
+293
317
$257K 0.02%
13,800
-2,970
318
$256K 0.02%
1,380
+36
319
$255K 0.02%
5,242
+376
320
$254K 0.02%
12,266
321
$253K 0.02%
5,950
-13
322
$253K 0.02%
7,036
-73
323
$251K 0.02%
1,382
+103
324
$250K 0.02%
3,372
+820
325
$250K 0.02%
4,824
+348
11 12
13
14 15